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Schwab Fundamental US Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$810K +$193K +15,081 +32%
NCM
77
Novare Capital Management
North Carolina
$795K -$68.4K -5,340 -8%
AWM
78
Altium Wealth Management
New York
$768K +$106K +8,292 +16%
OIA
79
OneDigital Investment Advisors
Kansas
$744K +$366K +28,557 +100%
DAS
80
Dynamic Advisor Solutions
Arizona
$725K +$713K +55,611 New
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$699K +$13.8K +1,077 +2%
LIA
82
LBMC Investment Advisors
Tennessee
$698K
MIAN
83
Mariner Independent Advisor Network
Kansas
$666K +$653K +50,931 New
FC
84
Financial Consulate
Maryland
$648K -$44.9K -3,501 -7%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$611K +$304K +23,745 +102%
APSP
86
Asset Planning Services (Pennsylvania)
Pennsylvania
$607K
SCM
87
SOL Capital Management
Maryland
$606K
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$528K +$508K +39,615 New
AIA
89
Arcadia Investment Advisors
Idaho
$523K
PCMC
90
Private Capital Management (Colorado)
Colorado
$498K +$16K +1,245 +3%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$468K -$36.3K -2,835 -7%
BC
92
Bartlett & Co
Ohio
$465K -$36.3K -2,835 -7%
BCM
93
Breiter Capital Management
Florida
$436K +$429K +33,468 New
Wealthfront Advisers
94
Wealthfront Advisers
California
$434K +$106K +8,253 +33%
NEGWA
95
New England Guild Wealth Advisors
Connecticut
$423K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$414K +$150K +11,670 +58%
CWM
97
Cedar Wealth Management
California
$403K +$126K +9,864 +47%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$398K +$15K +1,170 +4%
EWM
99
Empirical Wealth Management
Washington
$382K +$14K +1,089 +4%
BC
100
Burleson & Co
California
$376K +$2.04K +159 +0.6%